Trilogy Financial Services

  www.trilogyfs.com
  www.trilogyfs.com

Trilogy Financial Services Jobs & Careers

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30+ days ago

Financial Advisor - Financial Planner

Trilogy Financial Services Woburn, MA +11 locations

Trilogy Financial Services is seeking enthusiastic, career-minded, self-motivated individuals for our Financial Advisor position. College graduates… Glassdoor


30+ days ago

Management Trainee - Financial Services

Trilogy Financial Services Walnut Creek, CA +10 locations

Trilogy Financial Services is seeking enthusiastic, career-minded, self-motivated individuals for our Management Trainee position. College graduates… Glassdoor


30+ days ago

Management Trainee

Trilogy Financial Services Scottsdale, AZ

Trilogy Financial Services is seeking enthusiastic, career-minded, self-motivated individuals for our Management Trainee position. College graduates… Glassdoor


13 days ago

Associate Financial Advisor- Financial Services

Trilogy Financial Services Denver, CO

Trilogy Financial Services is seeking to hire for our full-time Associate Financial Advisor position. This is ideal for career-minded individuals… Glassdoor


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Trilogy Financial Services Reviews

35 Reviews
3.5
35 Reviews
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Trilogy Financial Services CEO, Founder and Owner Jeff Motske
Jeff Motske
22 Ratings
  1. 2 people found this helpful  

    Very dissatisfied with job

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Executive in Torrance, CA
    Former Employee - Financial Executive in Torrance, CA

    I worked at Trilogy Financial Services full-time (less than an year)

    Pros

    They pay for licensing and training. It's very informative especially if you have an interest in investments. The offices and people are nice.

    Cons

    It's essentially a sales job, and they won't tell you that in the beginning. They'll tell you you're not selling anything, but you ultimately are. Trilogy expects you to book 5-8 client meetings a week from only your personal contacts and referrals, which was difficult for me because more than half of my contacts live out of state. They also require you to then generate gross sales of $2000 for the first month, $4000 for the second, and $6000 every month after, all from your referrals and contacts. What make matters worse is that if you choose to start with a base salary plus 10% commission and are not able to meet your quota in the first three months, your compensation gets converted to 20% commission only, thus shrinking your income. Also, the very high E&O rates come out of your pocket if you don't make enough commissions to cover it every month. Trilogy doesn't tell you this until you receive the employment contract, which is inconsistent with the offer of employment initially given before the licensing and training starts. I left within a week of working at Trilogy.

    Advice to ManagementAdvice

    Be more transparent with the job description and the compensation structure when first meeting with prospective employees. Of course doing so may force you change your recruitment tactics, hopefully for the better.

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

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